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Universal Logistics Holdings

73 hedge funds and large institutions have $196M invested in Universal Logistics Holdings in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

1.36% more ownership

Funds ownership: 27.97%29.32% (+1.4%)

2% more capital invested

Capital invested by funds: $193M → $196M (+$2.92M)

17% less funds holding

Funds holding: 8873 (-15)

88% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 17

Holders
73
Holders Change
-15
Holders Change %
-17.05%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
30
Reduced
26
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KK
51
KLP Kapitalforvaltning
Norway
$35.7K
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$17.9K +$6.67K +269 +62%
ADL
53
Asset Dedication LLC
California
$17.9K
AIP
54
Ameritas Investment Partners
Nebraska
$12.1K
Canada Life
55
Canada Life
Manitoba, Canada
$12K
W
56
WealthCollab
Washington
$8.53K
AB
57
Amalgamated Bank
New York
$7K
HCA
58
Harbor Capital Advisors
Illinois
$6K +$818 +33 +18%
SCM
59
Sterling Capital Management
North Carolina
$4.62K +$2.5K +101 +125%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.34K +54 +102%
EWA
61
EverSource Wealth Advisors
Alabama
$2.72K +$1.88K +76 +245%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$1.83K -$1.21K -49 -40%
GI
63
GAMMA Investing
California
$1.52K -$5.3K -214 -78%
Nisa Investment Advisors
64
Nisa Investment Advisors
Missouri
$1.1K -$570 -23 -35%
CAL
65
Capital Advisors Ltd
Ohio
$1K +$248 +10 +63%
PWA
66
Physician Wealth Advisors
Utah
$990 +$967 +39 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$761 +$744 +30 New
Osaic Holdings
68
Osaic Holdings
Arizona
$406 +$124 +5 +45%
RIL
69
Rothschild Investment LLC
Illinois
$254 +$124 +5 +100%
IA
70
IFP Advisors
Florida
$101
TWD
71
True Wealth Design
Ohio
$77 -$273 -11 -79%
SS
72
SBI Securities
Japan
$51
HNB
73
Huntington National Bank
Ohio
$25
N
74
Numerai
California
-$254K -9,682 Closed
ETC
75
Exchange Traded Concepts
Oklahoma
-$248K -9,450 Closed

ULH Hedge Fund Activity: Q2 2025 in Review

73 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q2 2025, worth a combined $196M — up 1.5% from $193M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ULH and 2 opened new positions — a net loss of 15 holders — while 26 trimmed existing stakes and 30 added.

The largest buyer was Fidelity Investments, adding an estimated $10.8M. The largest seller was LSV Asset Management, cutting an estimated $1.48M.

  • 73 institutional investors held Universal Logistics Holdings (ULH) as of Q2 2025, down from 88 in Q1 2025.
  • Funds reported $196M of Universal Logistics Holdings stock for Q2 2025, up 1.5% quarter-over-quarter.
  • 2 funds opened new Universal Logistics Holdings positions in Q2 2025 and 17 closed out, a net change of -15 holders.
  • The largest Universal Logistics Holdings buyer in Q2 2025 was Fidelity Investments, an estimated $10.8M added.
  • The largest Universal Logistics Holdings seller in Q2 2025 was LSV Asset Management, an estimated $1.48M sold.

Based on aggregated 13F filings for Q2 2025.